# A & J Wealth Management Limited

## Details

- **Company number:** [05105933](https://find-and-update.company-information.service.gov.uk/company/05105933)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 19 Apr 2004
- **Registered office:** AFH HOUSE BUNTSFORD DRIVE, STOKE HEATH, BROMSGROVE, B60 4JE
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [AFH Financial Group Limited](/group/17202) (8 companies)


## Previous names

- A & J Financial Services (Maidenhead) Limited (until 2 Aug 2011)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| JONES, Anne Christine | director | 22 Aug 2007 | 23 Mar 2018 |
| JONES, Anne Christine | secretary | 19 Apr 2004 | 23 Mar 2018 |
| BROAD, Austin David | director | 8 Oct 2025 |  |
| JONES, Gareth Sutton | director | 19 Apr 2004 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Anne Christine Jones | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 | 1 Mar 2020 |
| Mr Gareth Sutton Jones | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent | 6 Apr 2016 | 21 Feb 2024 |
| Afh Financial Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 7 Jul 2026 |  |



## Accounts

| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Oct 2025 | - | - | £600,736 | 0 |
| 31 Oct 2024 | - | - | £716,398 | 32 |
| 21 Feb 2024 | - | - | £1,393,699 | 36 |
| 31 Mar 2023 | - | £1,946,523 | £113,990 | 41 |
| 31 Mar 2022 | £4,268,767 | £2,592,967 | £245,389 | 32 |
| 31 Mar 2021 | - | £861,871 | £407,493 | 31 |
| 31 Mar 2020 | - | £1,063,441 | £45,373 | 24 |
| 31 Mar 2019 | - | - | £47,289 | - |
| 31 Mar 2018 | - | £2,060,208 | £106 | 25 |
| 31 Mar 2017 | - | £1,917,629 | £92,893 | 25 |
| 31 Mar 2016 | - | £1,962,617 | £71 | - |



## Owned by

A & J Wealth Management Limited → [AFH Financial Group Limited](/company/07638831)




## Directors' other companies

- [JONES, Gareth Sutton](/person/6511326) - director at [Copperkins Management Services Limited](/company/11402872)



## Companies at the same address

- [AFH Acquisitions Limited](/company/07006818) (07006818)
- [AFH Corporate Services Limited](/company/09269440) (09269440)
- [AFH Financial Group Limited](/company/07638831) (07638831)
- [AFH Group Limited](/company/02557859) (02557859)
- [AFH Independent Financial Services Limited](/company/04049180) (04049180)
- [AFH Legal Limited](/company/07826312) (07826312)
- [Applewood Independent Ltd](/company/03565805) (03565805)
- [Avidity Wealth Management Holdings Limited](/company/07239767) (07239767)
- [Avidity Wealth Management Limited](/company/07239722) (07239722)
- [Banks Wealth Management Limited](/company/07509349) (07509349)